TITLE

Dan Sullivan on Tapping Your Entrepreneurial Strengths

AUTHOR(S)
Nawrocki, Tom
PUB. DATE
March 2011
SOURCE
Journal of Financial Planning;Mar2011, Vol. 24 Issue 3, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
An interview with Dan Sullivan, the founder and president of the Strategic Coach program, is presented. When asked about how financial planners find ways to innovate, he states that it matters on the relationship between the financial adviser and the client. Sullivan notes that the most common mistake of advisers in managing their businesses is to see themselves as sellers of products. He recommends that advisers should get the best independent lawyer to deal on compliance issues.
ACCESSION #
59539428

 

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